Revenue from industries:

• Food delivery services: approx. 80%
• Food retail (e.g. supermarkets): approx. 15%
• Other services (e.g. logistics, advertising): approx. 5%

TOP 3 markets and their percentage shares:

• USA: approx. 60%
• Canada: approx. 20%
• Australia: approx. 10%

DoorDash, Inc. generates the majority of its revenue from the food delivery services sector, with the U.S. market accounting for the largest share of total revenue. The Canadian and Australian markets follow, with DoorDash also holding significant market shares in these regions. The expansion into food retail and other services demonstrates a diversification of revenue sources.

Production: DoorDash, Inc. does not produce physical products.

DoorDash is a technology company specializing in providing delivery services. It operates a platform that connects restaurants, customers, and drivers to facilitate food deliveries. Since DoorDash does not manufacture physical products, there are no production facilities in the traditional sense.

The company focuses on developing and maintaining its digital platform and logistics solutions that enable efficient organization and execution of deliveries. DoorDash's main activities include software development, data analysis, and logistics management.

Revenue Growth: 18% (estimated for 2025)
Market Expansion: Opening up new international markets
Diversification: Expansion of the service offering

DoorDash, Inc. pursues a strategy aimed at market expansion and diversification to secure future growth. The company plans to further expand its presence in international markets, especially in regions where the food delivery market is not yet saturated. This expansion is intended to be supported by strategic partnerships and acquisitions.

In addition, DoorDash is diversifying its service offering by going beyond just food delivery. This includes expanding delivery services for groceries and other retail products. This strategy aims to expand the customer base and reduce dependence on a single business area.

DoorDash is also investing in technology and logistics to increase efficiency and shorten delivery times, which is expected to increase customer satisfaction. These investments are crucial to remain competitive in a highly competitive market environment.

Main raw materials: Fuel, packaging materials

DoorDash, Inc. as a platform for food delivery does not directly import raw materials or materials in the classic sense of a production company. However, they are indirectly dependent on raw materials such as fuel for the delivery vehicles and packaging materials for the delivered food.

Fuel:

• Mainly from the USA and Canada, as DoorDash primarily operates in North America and the delivery drivers work in these regions.

Packaging materials:

• These are often sourced by the restaurants themselves that use DoorDash as a delivery platform. The origin can be global, with a focus on cost-effective production countries such as China, India, and Vietnam.

DoorDash itself focuses on optimizing delivery processes and collaborating with local restaurants to increase efficiency and minimize dependence on specific materials.

Market share in the USA: 65% (2024)
Growth of active users: 20% (2024)
Gross merchandise volume (GMV): 35 billion USD (2024)

DoorDash, Inc. has a significant competitive advantage, especially in the USA, where it is the leading food delivery service with a market share of 65%. This advantage is supported by strong brand awareness and broad geographic coverage.

The company has also recorded an impressive growth of active users by 20% in 2024, indicating successful customer retention and acquisition. The gross merchandise volume of 35 billion USD highlights DoorDash's ability to generate high transaction volumes.

Additionally, DoorDash continuously invests in technology and logistics to increase efficiency and shorten delivery times, which enhances customer satisfaction and further strengthens its competitive advantage.

Institutional Investor Share: 72% (estimated for 2025)
Insider Buys/Sells: No significant insider buys, but insider sells totaling approximately 10 million USD in the last year.

The institutional investor share at DoorDash, Inc. remains high, indicating continued confidence from large investors in the company's business model and market position. Institutional investors such as investment funds and pension funds hold a significant portion of the shares, which is often seen as a sign of stability and trust in the company's long-term strategy.

In 2025, there were no significant insider buys, which could suggest that the company's executives and directors do not see an urgent need to increase their holdings. The insider sells totaling about 10 million USD may be attributed to personal financial decisions of the insiders and do not necessarily reflect a negative assessment of the company's performance.

Market Share DoorDash: 45% (2025, estimated)

Main Competitors and their Market Shares:

1. Uber Eats: 25% (2025, estimated)
2. Grubhub: 15% (2025, estimated)
3. Postmates: 7% (2025, estimated)
4. Instacart: 5% (2025, estimated)
5. Other smaller providers: 3% (2025, estimated)

DoorDash has established itself as the leading provider in the food delivery services sector in the USA, with an estimated market share of 45%. The main competitor Uber Eats follows with a market share of 25%, while Grubhub and Postmates also hold significant shares.

DoorDash's moat primarily consists of its extensive logistics and delivery infrastructure, strong brand awareness, and broad customer base. DoorDash has also invested in technology to improve efficiency and user experience, providing a competitive advantage.

In comparison, Uber Eats has the advantage of an integrated mobility network that creates synergies between food delivery and ride-hailing. Grubhub has a strong presence in urban areas and partnerships with major restaurant chains, which can also be considered as a moat.

Overall, DoorDash has a significant advantage due to its market leadership and innovation, but competitors are also well positioned with specific strategic advantages.

Revenue Growth: 25% (2024) Market Share in the USA: 60% (2024) Net Loss: $300 million (2024)

DoorDash, Inc. achieved an impressive revenue growth of 25% in 2024, attributed to its continuous expansion and strong market position in the USA. With a market share of 60%, DoorDash dominates the US food delivery market, giving it a significant advantage over its competitors.

Despite the strong revenue growth, the company reported a net loss of $300 million in 2024. This suggests that DoorDash continues to invest in growth and expansion, which may impact profitability in the short term.

In the long run, DoorDash could benefit from the increasing acceptance of delivery services and expanding its service offerings. However, investors should closely monitor the company's ability to achieve profitability to assess the sustainability of its business model.

Dividend: No payout (2025)

DoorDash, Inc. currently does not pay a dividend. The company has so far focused on strengthening its market position and investing in growth.

Companies in the growth phase, especially in the technology and service sectors, often choose not to pay dividends in order to use capital for expansion and innovation. Therefore, it is unlikely that DoorDash will pay a dividend in the near future as long as the focus is on growth and gaining market share.